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ayyyeandy
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All my trader friends are insanely bearish on 99% of alts.
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Stablecoin supercycle (real)
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The world's largest capital allocators are levering up to buy your bags. Next leg up will be known as the global FOMO wave.
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Over summer, crypto markets will be...
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Hot take: Circle's success isn't replicable. While it will lead to new demand for new crypto IPO's, the performance is unlikely to be even remotely close.
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There are deals going around for VCs and liquid funds to invest in companies doing Bitcoin treasury deals. They are being pitched as buying shares at a 2:1 ratio of marketcap to crypto holdings. Essentially, buying $2 of crypto for $1. Retail is getting fleeced buying these companies at a major premium and providing exit liquidity for more sophisticated investors. Ticking time bomb, if you ask me.
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